WE FOCUS ON CLIENTS FIRST.

Following a client-centric philosophy, we provide specialized services to many of Montréal’s most affluent doctors, lawyers, researchers, professors, small business owners, and families. Bakish Wealth Management delivers disciplined and complete investment and financial plans, exclusive investment opportunities and concierge service to help our clients achieve financial peace of mind. We also serve investors in the Ottawa area.

Our passion is helping people to understand their wealth and the markets so they can make educated choices and accommodate many competing financial obligations. At Richardson GMP, we are free to offer a virtually unlimited universe of investment options without bias to any product or platform, a more competitive fee structure, and exclusive, unique commercial real estate and private placements that most investors cannot access, which diversifies portfolios beyond traditional equities and bonds.

As brothers, we collaborate seamlessly. Nick generates big ideas and Joe turns them into reality. This synergy brings great value to our clients, who benefit from the best of both our diverse skill sets.

“We have trusted Nick and his team with our financial planning since 2009. We chose Nick initially because of his expertise working with medical professionals. Over the years we have come to appreciate that he brings a lot more than a few specialized skills to the table. Nick understands us, and he works hard for our best interests. He has respected our concerns, goals and priorities while being honest, direct and perseverant in his communication and guidance. Put more simply, he’s saved us from making some bad calls, he’s provided the right investment tools for us, and he’s never tried to tell us what to do.”

“Sitting down with Nick I was quickly able to see how his expertise and understanding of my profession could be of benefit to my finances. I did not want to incorporate as I heard it was a tedious process and did not have the time. Nick not only understood my concerns but developed an effective and easy plan to move forward with incorporation. Nick and his team have allowed me to use my limited free time to focus on things I enjoy instead of spending time trying to figure out best practices for incorporation etc. Nick, Joe and the entire Bakish Team consistently go above and beyond for my requests.”

MARKET INSIGHT

Special ReportWhat of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored.. Read now

Tax & Estate Planning

STRATEGIES

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.

November 2017Charitable Giving This holiday season, a charitable giving strategy can amplify the impact of each dollar you give. There are 4 ways you can support a favourite cause and maximize the tax-effectiveness of your donation.